https://www.bbbeacon.com/https://bsky.app/profile/vazdooh.bsky.socialhttps://bsky.app/profile/vazdooh.bsky.social/post/3mumva3zg4s22 https://youtu.be/A3lUgWCE3kc03 Sep 2026 16:39 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mumva3zg4s22https://bsky.app/profile/vazdooh.bsky.social/post/3multroibz224There's also an election angle to this one. Clean energy dumped when Trump won, should surge if republicans lose [contains quote post or other embedded content]03 Sep 2026 06:40 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3multroibz224https://bsky.app/profile/vazdooh.bsky.social/post/3mulomasflk2eClean energy names look close to a big move, likely up. $ENPH as example but others look similar. $ICLN & $TAN ETFs as well. $XLU also looking like a hold on the horizontal level. I think we'll get a rotation from fossil fuel energy into clean & utilities. Probably nuclear related stuff as well.03 Sep 2026 05:08 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mulomasflk2ehttps://bsky.app/profile/vazdooh.bsky.social/post/3mulnzxv5gs2eSome of the semi names retraced their entire surge from May-June and look ready to have a short profit take rally. $ARM $GFS03 Sep 2026 04:58 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mulnzxv5gs2ehttps://bsky.app/profile/vazdooh.bsky.social/post/3mugmqf3pv22mSince most long AI, short something (like software) trades have unwound, it looks increasingly probable that India is due a large catch up bounce. USDINR breaking down $INDA looks like an ascending triangle breakout build up01 Sep 2026 04:51 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mugmqf3pv22mhttps://bsky.app/profile/vazdooh.bsky.social/post/3mu4u5ykroc27 https://youtu.be/Yy-fg0OpnW028 Aug 2026 07:37 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mu4u5ykroc27https://bsky.app/profile/vazdooh.bsky.social/post/3mtl65umd6c2k https://youtu.be/InzFObbgr0Y21 Aug 2026 06:48 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mtl65umd6c2khttps://bsky.app/profile/vazdooh.bsky.social/post/3mth63ubkrk2uLiking $EWZ leaps here again. Commodity based country. $NU as top constituent and had an earnings pop. USD dumping again and should reflect in the BRL pairing soon. It dropped due to election risk (Oct 4th), but will resolve as vol crush regardless of who wins.19 Aug 2026 16:37 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mth63ubkrk2uhttps://bsky.app/profile/vazdooh.bsky.social/post/3mth23oxves2xI'll add another reason to this one. I've noticed a narrative building on twitter over the past few months, an AI driven "golden age of medicine". I can see this becoming the next AI trade as semis start underperforming. Price going up will do wonders and can see a 6-12 month boom cycle. [contains quote post or other embedded content]19 Aug 2026 15:25 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mth23oxves2xhttps://bsky.app/profile/vazdooh.bsky.social/post/3mtgyushijc2xA large contraction of the bearish equity thesis that I could never reconcile has been that is comes in sync with a bullish bonds thesis. Shouldn't a drop in yields be supportive of stocks? With today's treasury announcement we get to see what happens, and it will likely push stocks higher. https://home.treasury.gov/news/press-releases/sb060719 Aug 2026 15:03 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mtgyushijc2xhttps://bsky.app/profile/vazdooh.bsky.social/post/3mtgw4a2tmk2xGot me looking at $PFE, and it's very very nice. [contains quote post or other embedded content]19 Aug 2026 14:14 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mtgw4a2tmk2xhttps://bsky.app/profile/vazdooh.bsky.social/post/3mteizjzin226The most volatile market that goes nowhere. IMO continues until end of month. A small Mag7 rebound should be starting tomorrow for the next rotational theme.18 Aug 2026 15:14 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mteizjzin226https://bsky.app/profile/vazdooh.bsky.social/post/3mt6tgcc3yc23 https://youtu.be/6c71NSD17Qo16 Aug 2026 09:04 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mt6tgcc3yc23https://bsky.app/profile/vazdooh.bsky.social/post/3mt2edrcl4c2n [contains quote post or other embedded content]14 Aug 2026 14:24 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mt2edrcl4c2nhttps://bsky.app/profile/vazdooh.bsky.social/post/3msslknve5c2sFor $AMZN we had the earnings spike which was not in the plan. If if this to remain valid we should see MAG7 start to slide again starting today. [contains quote post or other embedded content]11 Aug 2026 12:12 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msslknve5c2shttps://bsky.app/profile/vazdooh.bsky.social/post/3msslgpkab22tUsing $MU instead. Hasn't been invalidated yet. In theory we have another 5-8% upside by Monday. [contains quote post or other embedded content]11 Aug 2026 12:09 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msslgpkab22thttps://bsky.app/profile/vazdooh.bsky.social/post/3msqv6ukoy22aOut. [contains quote post or other embedded content]10 Aug 2026 19:59 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msqv6ukoy22ahttps://bsky.app/profile/vazdooh.bsky.social/post/3msjaxssia22r1/5 SPX behavior in mid-term years in the August - October interval: 2022 Aug 16th - Oct 13th - 41 market days Final leg of the 2022 bear market for -19.28%. 2018 Oct 3rd - Dec 26th - 57 market days This one started late, but lasted longer, and did -20.18%07 Aug 2026 19:08 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msjaxssia22rhttps://bsky.app/profile/vazdooh.bsky.social/post/3msiboipthc2jDid not play out as imagined so no buy. Because there was no capitulation I think it just goes sideways-down without a major squeeze. Likely similar to CBRS, but weaker due to constant lock up releases moving forward. [contains quote post or other embedded content]07 Aug 2026 09:48 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msiboipthc2jhttps://bsky.app/profile/vazdooh.bsky.social/post/3msgrftmxr22gBest read of the last few months. https://x.com/TotemMacro/status/208533555800439231706 Aug 2026 19:24 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msgrftmxr22ghttps://bsky.app/profile/vazdooh.bsky.social/post/3msggo7tt6s2zCut with a small profit for safety. Not liking the vibe in the market. Everything fading, energy up, yields up, USD up. Feels very much like war escalation news is coming. [contains quote post or other embedded content]06 Aug 2026 16:12 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msggo7tt6s2zhttps://bsky.app/profile/vazdooh.bsky.social/post/3msfzyols4c2r https://youtu.be/KfbPcVq-Xp006 Aug 2026 12:25 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msfzyols4c2rhttps://bsky.app/profile/vazdooh.bsky.social/post/3msdce35fgs2u$CLF lagging HRC. Last few times when HRC prices were here it tended to be in the 18-20 range (at 12 now). Constructive technical setup.05 Aug 2026 10:17 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msdce35fgs2uhttps://bsky.app/profile/vazdooh.bsky.social/post/3msbbqg4h7c25Starting to look at $SPCX. It has earnings today and lock up expiration starts on Thursday. $ASTS & $RKLB are just following it. There is also the $WARP ETF. Logic is that lock up will give us a print under 100, shorts will cover and it squeezes to 150 over 2 weeks for IPO AVWAP tag. [contains quote post or other embedded content]04 Aug 2026 15:01 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3msbbqg4h7c25https://bsky.app/profile/vazdooh.bsky.social/post/3ms6hrqi66c2sWill start adding to $DRAM today. Should be full position over 2-3 days. To hold until opex week then reassess.03 Aug 2026 12:11 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3ms6hrqi66c2shttps://bsky.app/profile/vazdooh.bsky.social/post/3mryznlhsgs27$CVNA looks like a failed H&S breakdown into major horizontal support. Confirmation and breakout of the downtrend give it a target of 120. Had what looks like a financed call spread yesterday as well (66 long, 80 & 36 short). If H&S break down realizes 25-30 target.01 Aug 2026 08:15 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mryznlhsgs27https://bsky.app/profile/vazdooh.bsky.social/post/3mrx3hfddyk22 https://youtu.be/BHxLHmnkCco31 Jul 2026 13:42 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mrx3hfddyk22https://bsky.app/profile/vazdooh.bsky.social/post/3mrua6gt65c2kMy take on FOMC is that the bond market is overreacting to a nothing burger. Warsh seems to be preparing something for Jackson Hole, which the market will likely interpret as hawkish. Buying more long term TLT today (Jan 2028).30 Jul 2026 10:28 +0000at://did:plc:nyqrect6vchhm3as6tluplih/app.bsky.feed.post/3mrua6gt65c2k